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Park Square Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Park Square Financial Group’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5K Sell
122
-134
-52% -$14.8K 0.1% 62
2025
Q4 		$27.3K Sell
256
-9
-3% -$998 0.16% 69
2025
Q3 		$29.5K Sell
265
-687
-72% -$75.9K 0.13% 59
2025
Q2 		$105K Sell
952
-11
-1% -$1.2K 0.08% 191
2025
Q1 		$107K Sell
963
-215
-18% -$23.4K 0.08% 164
2024
Q4 		$126K Buy
+1,178
New +$128K 0.09% 148

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Park Square Financial Group's TIP Position: Q1 2026 in Review

Park Square Financial Group reduced its iShares TIPS Bond ETF (TIP) stake by 52% in Q1 2026, selling an estimated $14.8K and leaving 122 shares worth $13.5K. The position accounts for 0.1% of the portfolio, ranked #62.

Park Square Financial Group first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Park Square Financial Group held 122 shares of iShares TIPS Bond ETF worth $13.5K as of Q1 2026.
  • Park Square Financial Group sold 134 iShares TIPS Bond ETF shares in Q1 2026, an estimated $14.8K.
  • iShares TIPS Bond ETF made up 0.1% of Park Square Financial Group's portfolio in Q1 2026, its #62 holding.
  • Park Square Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's iShares TIPS Bond ETF position peaked at $126K in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.